Weekly Theme Wrap (Jun 22 – Jun 26)
5 trading days · top 10 themes — most persistent is Cement & Ready-Mix Concrete at 3 days (weekly avg. +10.8%). Best single day this week: Jun 23, +23.0%.
Average change over the period
Chip themes led the week of Jun 22 to Jun 26, taking five of the ten top slots. Semiconductor Equipment averaged 11.3% across 2 strong days, the highest of any multi-day theme.
Cement & Ready-Mix Concrete was the most persistent theme, strong on 3 days. Its best day, Jun 23, brought a 22.96% move, the week’s largest single-day gain.
Single-day bursts came from Robotics (Industrial & Collaborative), up 17.95% on Jun 24, and Solar, up 17.62% on Jun 25.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Cement & Ready-Mix Concrete | 3d | +10.8% | 2026-06-23 (+23.0%) | recurred | Kangdong C&L, Mohenz |
| Semiconductor Equipment | 2d | +11.3% | 2026-06-22 (+12.8%) | recurred | GigaVis, SEMI Total Solution |
| Construction (Small & Mid Cap) | 2d | +10.0% | 2026-06-26 (+10.5%) | recurred | KUMHO Engineering & Construction, Nam Hwa Construction Company |
| Semiconductor Majors (Fabrication) | 2d | +7.9% | 2026-06-22 (+8.5%) | recurred | DB HiTek, SK hynix |
| Semiconductor Materials & Components | 2d | +7.0% | 2026-06-22 (+12.1%) | recurred | Semcns, Hansol Technics |
| Semiconductor Substrates (FC-BGA, MLB) | 2d | +5.3% | 2026-06-22 (+7.8%) | recurred | GigaVis, Simmtech |
| HBM (High Bandwidth Memory) | 2d | +5.0% | 2026-06-22 (+6.4%) | recurred | Yest, Techwing |
| Airlines & Low-Cost Carriers | 2d | +3.9% | 2026-06-25 (+4.5%) | running | Trinity Airways, Tway Holdings Incorporation |
| Robotics (Industrial & Collaborative) | 1d | +17.9% | 2026-06-24 (+17.9%) | recurred | Seoam Machinery Industry |
| Solar | 1d | +17.6% | 2026-06-25 (+17.6%) | recurred | Paru |
Related News by Theme
- Semiconductor Equipment (2026-06-22) 메리츠證 “기가비스, ABF 기판 투자 확대 수혜 기대…목표주가 12%↑” — 아주경제 (Korean)
- Construction (Small & Mid Cap) (2026-06-26) [특징주] 재건축 기대감에 건설株 급등…‘금호건설·남화토건’ 30%↑ — 뉴스핌 (Korean)
- Semiconductor Majors (Fabrication) (2026-06-22) [장중수급포착] DB하이텍, 외국인 5일 연속 순매수행진… 주가 +5.45% — 뉴스핌 (Korean)
- Semiconductor Materials & Components (2026-06-22) [장중수급포착] 한솔테크닉스, 기관 7일 연속 순매수행진… 주가 +7.72% — 뉴스핌 (Korean)
What to Watch Next Week
Construction (Small & Mid Cap) peaked on the final session, Jun 26, at 10.51%. The next sessions will show whether that late-week strength carries over.
Airlines & Low-Cost Carriers was the only theme flagged as a consecutive run, averaging 3.91%. All others were recurrences; whether the chip group returns is the next test.
Theme heatmap
| 06-22 | 06-23 | 06-24 | 06-25 | 06-26 | |
|---|---|---|---|---|---|
| Cement & Ready-Mix Concrete | +23.0 | +6.4 | +2.9 | ||
| Semiconductor Equipment | +12.8 | +9.8 | |||
| Construction (Small & Mid Cap) | +9.5 | +10.5 | |||
| Semiconductor Majors (Fabrication) | +8.5 | +7.3 | |||
| Semiconductor Materials & Components | +12.1 | +2.0 | |||
| Semiconductor Substrates (FC-BGA, MLB) | +7.8 | +2.8 | |||
| HBM (High Bandwidth Memory) | +6.4 | +3.7 | |||
| Airlines & Low-Cost Carriers | +3.4 | +4.4 | |||
| Robotics (Industrial & Collaborative) | +17.9 | ||||
| Solar | +17.6 |